Marvell Technology Group Ltd (MRVL)vsRush Enterprises A Inc (RUSHA)
MRVL
Marvell Technology Group Ltd
$170.13
+6.32%
TECHNOLOGY · Cap: $139.92B
RUSHA
Rush Enterprises A Inc
$72.31
+1.42%
CONSUMER CYCLICAL · Cap: $5.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Marvell Technology Group Ltd generates 13% more annual revenue ($8.19B vs $7.27B). MRVL leads profitability with a 32.6% profit margin vs 3.6%. MRVL appears more attractively valued with a PEG of 1.98. MRVL earns a higher WallStSmart Score of 66/100 (B-).
MRVL
Strong Buy66
out of 100
Grade: B-
RUSHA
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-86.7%
Fair Value
$43.57
Current Price
$170.13
$126.56 premium
Margin of Safety
+55.8%
Fair Value
$164.81
Current Price
$72.31
$92.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 33 of every $100 in revenue as profit
Earnings expanding 106.3% YoY
Large-cap with strong market position
Revenue surging 22.1% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
3.6% margin — thin
Operating margin of 4.9%
Expensive relative to growth rate
Revenue declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : MRVL
The strongest argument for MRVL centers on Profit Margin, EPS Growth, Market Cap. Profitability is solid with margins at 32.6% and operating margin at 18.7%. Revenue growth of 22.1% demonstrates continued momentum.
Bull Case : RUSHA
The strongest argument for RUSHA centers on Altman Z-Score, Price/Book.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 52.3x leaves little room for execution misses.
Bear Case : RUSHA
The primary concerns for RUSHA are Profit Margin, Operating Margin, PEG Ratio. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
MRVL profiles as a growth stock while RUSHA is a value play — different risk/reward profiles.
MRVL carries more volatility with a beta of 2.25 — expect wider price swings.
MRVL is growing revenue faster at 22.1% — sustainability is the question.
MRVL generates stronger free cash flow (259M), providing more financial flexibility.
Bottom Line
MRVL scores higher overall (66/100 vs 47/100), backed by strong 32.6% margins and 22.1% revenue growth. RUSHA offers better value entry with a 55.8% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Marvell Technology Group Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Marvell Technology, Inc. designs, develops, and sells analog, mixed-signal, digital signal processing, and integrated and independent integrated circuits. The company is headquartered in Wilmington, Delaware.
Visit Website →Rush Enterprises A Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services in the United States. The company is headquartered in New Braunfels, Texas.
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